--- description: Review of Vitally Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Vitally | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Customer Success Software](/directory/4628/customer-success/software) > [Vitally](/software/333648/vitally) # Vitally Canonical: https://www.softwareadvice.co.uk/software/333648/vitally Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/333648/vitally?page=2) > Vitally allows customer-centric teams at B2B SaaS companies provide the best possible customer experience. We provide your team with 360 customer profiles, flexible health scoring and reporting, and best-in-class automation - wrapped in a beautiful UI every team member will love using. With access to enriched customer data, proactive alerting of at-risk \& upsell accounts, and automated engagement with in-need customers, Vitally helps 10x the impact of every team member \& eliminate churn. > > Verdict: Rated **3.7/5** by 9 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.7/5** | 9 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support | 4.1/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 3.9/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Vitally - **Founded**: 2017 ## Commercial Context - **Starting Price**: US$299.00 - **Pricing model**: Other (Free Trial) - **Pricing Details**: Vitally offers pricing plans that fit the needs of any size B2B SaaS business, from early-stage startups to global Customer Success teams. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Argentina, Armenia, Australia, Austria, Azerbaijan, Bahrain, Bangladesh, Belarus, Belgium, Benin, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana and 173 more ## Features - API - Account Alerts - Account Management - Activity Dashboard - Activity Tracking - Alerts/Notifications - Chat/Messaging - Churn Management - Collaboration Tools - Communication Management - Configurable Workflow - Contact Management - Customer Database - Customer Engagement - Customer Experience Management - Customer History - Customer Management - Customer Segmentation - Customisable Branding - Customisable Reports ## Integrations (17 total) - Amazon Redshift - Breeze - Chargebee - Gmail - HubSpot CRM - HubSpot Marketing Hub - Intercom - Microsoft Outlook - Mixpanel - PostgreSQL - Recurly - Segment - Slack - Snowflake - Stripe ... and 2 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Customer Success Software](https://www.softwareadvice.co.uk/directory/4628/customer-success/software) ## Related Categories - [Customer Success Software](https://www.softwareadvice.co.uk/directory/4628/customer-success/software) - [Customer Experience Software](https://www.softwareadvice.co.uk/directory/4574/customer-experience/software) ## Alternatives 1. [Skalin](https://www.softwareadvice.co.uk/software/322799/skalin) — 4.9/5 (55 reviews) 2. [LiveAgent](https://www.softwareadvice.co.uk/software/109980/liveagent) — 4.7/5 (1753 reviews) 3. [Custify](https://www.softwareadvice.co.uk/software/148852/custify) — 4.9/5 (122 reviews) 4. [Zendesk Suite](https://www.softwareadvice.co.uk/software/26892/zendesk-talk) — 4.4/5 (4072 reviews) 5. [monday CRM](https://www.softwareadvice.co.uk/software/348745/monday-sales-crm) — 4.7/5 (453 reviews) ## Reviews ### "Perfect CSM Tool for small to medium companies" — 5.0/5 > **Daniela** | *26 May 2021* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: Easy to set up, finally all my data in one place. Their support was very helpful if any questions came up, but you can do everything yourself within the tool as well. > > **Cons**: Actually nothing really, but I'd like to note that the value of Vitally is only as good as the setup and data you put into that. So make sure you clean the data of the other tools before you start with integrating it. ----- ### "Great Product and it keeps getting better" — 4.0/5 > **Samuel** | *10 September 2022* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: Vitally was very simple to implement and get going. In the end, it comes down to the quality of the data that you integrate with it. > > **Cons**: Account tracking rules are a bit limiting but this hasn't stopped us from performing or tracking customers in anyway. > > Our CSM has changed multiple times in the last year due to their growth but the service has always been great. ----- ### "Bad CS software" — 1.0/5 > **John** | *23 January 2024* | Alternative Dispute Resolution | Recommendation rating: 0.0/10 > > **Pros**: Nothing, no value added, it was absolute money wasted with no results > > **Cons**: Everything was fine until the sales, but after that, the onboarding process was terrible. There was no value for money, and the company seemed more interested in taking money from customers rather than providing good service. In addition, the customer success leaders seemed unaware of which customers were using their software. There was no accountability. > > There was no experience to describe the experience ----- ### "Vitally review" — 4.0/5 > **Bolortuya** | *5 January 2024* | Computer Software | Recommendation rating: 8.0/10 > > **Pros**: Vitally is great solution for us as we deal with multiple contacts per customer, this allows us to track and resolve problems per contact and customer. We can easily delegate tasks to the assigned CSM and track the progress. Also, we have clear visibility to our customers ARR, Key dates, OHS. We also, do like how we can filter views per revenues, customers with missing data, etc. The ability to integrate with our other key platforms is essential. > > **Cons**: Vitally is a big platform and it'll take a bit to learn all of the bells and whistles to ensure we are maximizing our value. The cost is bit high for the number of users and viewers we get, other than that this is a good tool for CSM's. ----- ### "A larger scale" — 4.0/5 > **Ben** | *17 October 2022* | Computer Software | Recommendation rating: 7.0/10 > > **Pros**: This software is focused on using product analytics to inform the Customer Success process. The platform is designed for B2B SaaS which is a plus. > > **Cons**: The software needs a dedicated CS team otherwise you would be better off using a product analytics platform. If you aren't doing manual outreach, this platform is probably not for you. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/333648/vitally?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/333648/vitally) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data